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Boca Raton
Kaylee Spivey

Kaylee Spivey

Account Executive
Boca Raton, Palm Beach


About Kaylee Spivey:

As an accomplished Account Executive with expertise in brand management, client rapport, and account management, I have a proven track record of exceeding KPIs and achieving record retention rates. My sales expertise, needs assessment skills, and ability to build strong customer relationships have resulted in generating over $500,000 in sales. I excel in prospecting and cold calling, delivering engaging customer presentations, and negotiating prices to reduce acquisition costs. With my exceptional telephone marketing skills and ability to identify and address customer concerns, I am confident in my ability to make a valuable contribution to any team


Insight Global, Temp Account Executive February 2023 – May 2023 | Remote 

•Managed the ERC Tax program for our clients, ensuring that they took full advantage of all eligible benefits while maintaining compliance with all relevant regulations. 

•Collaborate with clients to understand their unique needs and provide guidance on ERC eligibility, documentation requirements, and compliance issues. 

•Exceeded all metrics and KPIs which contributed to a record retention rate of over 90%.


Red Violet, Temp Account Executive August 2022 – February 2023 | Boca Raton 

•Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors. 

•Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities. 

•Negotiated prices for products and freights to reduce cost of acquisition by achieving lower price.


2U INC, Admissions Advisor December 2020 – August 2022 | Remote 

•Developed proposals, contracts and pricing for targeted accounts. 

•Generated over $250,000 in Sales over the duration of employment. 

•Identified and addressed concerns with incoming/interested students within the program. 

•Excelled in all metrics for dials, talk-time and class cohort enrollments.


Greenwise Financial Solutions Financial Advisor July 2019 – December 2020 | Boca Raton 

•Generated over $500,000 worth of company revenue over the course of employment. 

•Spoke with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans. 

•Helped individuals and families build and execute wealth management strategies based on unique goals and objectives. 

•Created business plan and identified target customers by interacting on phone, handling basic inquiries and providing quotes.


Associates of Arts in Psychology, Palm Beach State College

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